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Managing your item catalog and inventory effectively ensures you can fulfill customer orders accurately and maintain optimal stock levels. WorkSuite Fulfill provides comprehensive tools for tracking items, monitoring availability, and making adjustments.
This section is labeled “Product” in the navigation menu, but manages your item catalog. The terms are used interchangeably in WorkSuite.

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What You Can Do

With item management in WorkSuite Fulfill, you can:
  • View Live Availability: See real-time availability of all your items
  • Track Item Details: Manage item information, categories, and attributes
  • Monitor Availability: Check live inventory levels across different locations
  • Adjust Counts: Update quantities based on physical counts
  • Manage Categories: Organize items by type, season, or classification
  • View History: Track inventory movements and adjustments over time

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Inventory Structure

Your item inventory is organized in several ways:

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Item Categories

  • Item types (Annuals, Perennials, Vegetables, Seeds, etc.)
  • Seasonal groupings (Spring, Summer, Fall)
  • Size classifications (4-Inch, 6-Inch, Flats, etc.)

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Item Details

  • Item names and descriptions
  • SKU and UPC identifiers
  • Category assignments
  • Pricing information
  • Attributes (genus, organic flag, etc.)

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Location Tracking

  • Warehouse locations and sections
  • Available vs. reserved quantities
  • Grade-based quality tracking

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Availability Tracking

WorkSuite Fulfill tracks inventory using availability sessions:

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Session Types

  • Live Session: The current active availability session with items ready for orders
  • Staged Session: The next availability session being prepared
  • Closed Sessions: Historical sessions for record-keeping

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Live Tracking

Real-time inventory updates as you:
  • Record new inventory counts to the system
  • Record adjustments based on physical inventory
  • Allocate items to customer orders
  • Remove items due to loss or damage

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Inventory Views

Different views help you manage your inventory effectively:

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Current List

Shows all items currently available with:
  • Item names and details
  • Current quantities available
  • Location information
  • Quick adjustment options

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Staged List

Displays items being prepared:
  • Items in staged availability session
  • Upcoming inventory changes
  • Progress tracking

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Closed/Historical

Records of past inventory:
  • Completed availability sessions
  • Historical availability data
  • Inventory performance tracking

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Recording Counts

Regular inventory count recording keeps your system accurate:

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Record Counts

  • New inventory received
  • Transfers from other locations
  • Purchases from suppliers

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Record Adjustments

  • Corrections based on physical counts
  • Updates for inventory losses
  • Quality adjustments

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Reason Tracking

Document why adjustments are made:
  • Physical count variance
  • Inventory loss or damage
  • Quality issues
  • Transfers between locations
Regular physical counts and adjustments are essential for maintaining accurate inventory levels and preventing overselling to customers.

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Integration Benefits

Your item management integrates with:
  • Order Management: Real-time availability prevents overselling
  • Customer Orders: Orders can only include available items
  • Reporting: Inventory data feeds into business reports
  • Planning: Historical data helps predict future needs

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Best Practices

Inventory Management Tips

  • Perform regular physical counts and adjust the system accordingly
  • Use consistent naming conventions for items
  • Track item locations within your warehouse for efficient picking
  • Document reasons for adjustments to identify trends
  • Review availability regularly to maintain accurate inventory

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Getting Started

The most common item management tasks are:
  1. Viewing Live Availability: Check what’s available for orders
  2. Recording Counts: Update quantities based on actual counts
  3. Managing Categories: Organize items for easier navigation
  4. Tracking Availability Changes: Monitor how inventory levels change over time

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Next Steps

Ready to manage your item inventory? Check out these guides: